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Crestmont Private Wealth’s Caterpillar CAT Stock Holding History

Crestmont Private Wealth’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$751K Buy
1,060
+63
+6% +$43.6K 0.24% 37
2025
Q4 		$571K Buy
997
+18
+2% +$10K 0.19% 45
2025
Q3 		$467K Buy
979
+74
+8% +$31.6K 0.15% 53
2025
Q2 		$351K Buy
905
+3
+0.3% +$1K 0.13% 53
2025
Q1 		$297K Buy
902
+79
+10% +$28.1K 0.13% 53
2024
Q4 		$299K Sell
823
-141
-15% -$54.7K 0.13% 50
2024
Q3 		$377K Buy
964
+9
+0.9% +$3.11K 0.16% 44
2024
Q2 		$318K Buy
955
+326
+52% +$113K 0.15% 49
2024
Q1 		$230K Buy
+629
New +$201K 0.11% 55

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crestmont Private Wealth's CAT Position: Q1 2026 in Review

Crestmont Private Wealth increased its Caterpillar (CAT) stake by 6.3% in Q1 2026, buying an estimated $43.6K and bringing the position to 1,060 shares worth $751K. The position accounts for 0.24% of the portfolio, ranked #37.

Crestmont Private Wealth first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Crestmont Private Wealth held 1,060 shares of Caterpillar worth $751K as of Q1 2026.
  • Crestmont Private Wealth bought 63 Caterpillar shares in Q1 2026, an estimated $43.6K.
  • Caterpillar made up 0.24% of Crestmont Private Wealth's portfolio in Q1 2026, its #37 holding.
  • Crestmont Private Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.